Michael Milinovich
Milinovich & Company · Waynesburg, Pennsylvania
Michael Milinovich is a fee-only financial advisor at Milinovich & Company in Waynesburg, Pennsylvania. Michael charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Milinovich & Company |
|---|---|
| Based in | Waynesburg, Pennsylvania |
| Fee model | Ongoing planning fee |
| Assets under management | $106.2M across 418 accounts |
| SEC registration | Investment adviser representative in FL, NC, PA, WV · CRD 6442662 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | milinovichria.com |
| Profile |
How Michael's firm compares
- Milinovich & Company's average account is about $254,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Michael
Is Michael Milinovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Milinovich & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges an ongoing planning fee.
Where is Michael Milinovich based?
Michael Milinovich is based in Waynesburg, Pennsylvania.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and tax planning.
Is Michael Milinovich registered with the SEC?
Yes. Michael Milinovich is registered as an investment adviser representative in FL, NC, PA and WV (CRD 6442662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milinovich & Company manage?
Milinovich & Company reports $106.2M across 418 accounts in assets under management.
How do I contact Michael Milinovich?
Through Michael's website, milinovichria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Milinovich & Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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